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Colorado Springs
(719) 591-0433

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To open
a new Investment Management Account click on
OPEN AN ACCOUNT or call us for a new client forms packet.
Forms are fillable PDF files. You can fill in the forms online and then
print them out to mail or fax to us.
Pay
below using PayPal for financial products, services, seminars, publications.
New users can register for PayPal for free.
PayPal allows you to pay securely using a credit card or your checking
account.
For more information visit www.PayPal.com.
View your investment account online at:
TDWaterhouse.com, Scottrade.com,
optionsXpress.com, brokersXpress.com,
or at InteractiveBrokers.com
Scottrade local branches:
Colorado Springs: 70 S. Cascade Ave. (at Pikes
Peak), Colorado
Springs, CO 80903 (719) 448-0633, 7AM-5PM
Colorado Springs: 9235 N. Union, (at Briargate Pkwy) Suite 150, Colorado
Springs, CO 80920 (719) 282-3100, 7AM-5PM
Aurora: 24300 E Smoky Hill Rd, (east of E-470) Suite 110, Aurora, CO 80016 (303)
690-8655, 7AM-5PM
Denver: 950 17th St. (at Curtis St.), Suite 101, Denver, CO 80202 (303) 892-5500, 7AM-5PM
Cherry Creek: 201 University Blvd., Suite 104, Denver, CO 80206 (303) 394-6989, 7AM-5PM
Denver Tech Center: 5332 DTC Blvd, (east of I-25, Belleview exit) Suite
300, Greenwood Village, CO
80111 (303) 759-8502, 7AM-5PM
Littleton: 8204 S Kipling Pkwy, (north of C-470) Unit 130, Littleton, CO
80127 (720) 981-1980, 7AM-5PM
Westminster: 2751 W 120th Ave, (at Federal Pkwy) Suite 300, Westminster, CO
80234 (303) 438-1980, 7AM-5PM
Boulder: 2425 Canyon Blvd. (at Folsom St.), Suite N, Boulder, CO 80302 (303) 413-0800, 7AM-5PM
Fort Collins: 150 East Harmony Road Unit 2D,
Fort Collins, CO 80525 (970) 225-8011, 7AM-5PM
TD Waterhouse local branches:
Denver Tech Center, 8000
E. Belleview Ave., Suite E10, Greenwood Village, CO 80111 (800) 934-4448
Equitable Bldg., 724 17th St., Denver, CO 80202 (800) 934-4448
1434 Spruce St., Suite 100, Boulder, CO 80302 (800) 934-4448
Please Note: TDWaterhouse and Scottrade offer many no-load mutual
funds with No Transaction Fee (NTF). A short-term redemption fee may be
imposed on certain mutual funds held less than 180 days. In addition, some
mutual funds charge a redemption fee as stated in their
prospectus.
For information on TDWaterhouse short-term redemptions and other fees click
here.
For information on Scottrade short-term redemptions and other fees click
here.
TDWaterhouse commissions for transactions are very
competitive.
For the TD Waterhouse current commission schedule click
here.
Scottrade commissions for transactions are very
competitive.
For the Scottrade current commission schedule click
here.
For a list of Scottrade No Load, No Transaction Fee (NTF) Fund choices click
here.
For a list of Scottrade No Load, Transaction Fee (TF) Fund choices click
here.
For a comparison chart of commissions charged by
several different online brokerage firms click
here.
OptionsXpress (brokersXpress) has very competitive commissions for stocks,
bonds and options and allows options trading in retirement accounts such as IRAs.
For the OptionsXpress (brokersXpress) commission schedule click
here.
Options investors should read the Options Risk disclosure
brochure under Brochures.
Interactive Brokers commissions are very low. Best choice for
active traders, low-priced stocks (penny stocks, OTC Bulletin Board), and Canadian stocks. Can trade stocks, bonds,
options, ETFs, penny stocks, commodities, futures, futures options, forex in the
same Universal account. No mutual funds. Automated program trading
is available. Individual, IRA, and business entity accounts
available. Apply online.
For the InteractiveBrokers current commission schedule click
here.
As a fee-based firm, Advisor
Financial Services does not receive any commissions from brokerage
transactions at these brokerage firms.
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